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I'm glad you have resolved the issue regarding your company’s visibility and can now synchronize with Snapdocs. In response to your inquiry, manually adding an invoice in QuickBooks is possible, DocSigner.
Here’s how you can do it:
- Log into QuickBooks Online.
- Click on +New in the left-hand toolbar.
- Select Invoice under the Customers section.
- Manually enter the details from the Snapdocs invoice, such as customer information, items or services, amounts, and any other relevant data.
- Then Save and Close.
Additionally, I recommend reviewing the following articles to assist in managing transactions after receiving payments from your customers:
You might also want to explore QuickBooks Live Bookkeeping to streamline your accounting processes, ensure accuracy in your financial records, and provide expert support, allowing you to focus more on growing your business.
Thank you for allowing me to assist you today, DocSigner. Please let me know if you need help depositing your customer's payment into your bank account or have any questions. The entire QuickBooks Community team is here and ready to assist you. Have a great day, and stay safe!
